See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,605 | $97,044-20.0% | $83,333-6.9% | $135,375-42.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.62% | 12.31%-20.9pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,733 | $4,143+38.4% | $3,379+69.7% | $4,779+20.0% |
| Participant deferral / active EE | $16,344 | $5,964+174.0% | $5,565+193.7% | $5,609+191.4% |
| Admin fee / account holder | $13 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |